We are delighted to announce the promotion of Amy Grace, Liz Schulz and Rick Gosling to the position of Associate Directors of Five Wealth.

Amy and Liz have been with the company since launch in 2016 with Rick joining a year later in 2017. They are all advisers at the firm and Chartered Financial Planners and last year also became shareholders. All three play an integral role in both the running of the company supporting the Directors and looking after clients. They have been an important part of the first five years of the company and will play a key role in driving it forward for the next five and beyond.

Well done to Amy, Liz and Rick!

Five Wealth are delighted to be the first (hopefully of many) sponsors of a “tap to donate” hub provided by the Greater Manchester Mayors Charity and located in One Piccadilly.

As society becomes increasingly “cashless” this is the way for people to donate £3 via the tap of their contactless card or smartphone and All funds raised will go towards frontline charities and social enterprises who provide vital support to people experiencing or at risk of homelessness. Since April 2019, Greater Manchester Mayor’s Charity has been able to provide over £2.3million of funding for over 45 organisations across Greater Manchester

We will hopefully be able to provide updates on how much our hub is raising and as Manchester continues to open up and footfall increases hopefully so will donations!

We are delighted to announce that Support Dogs will be our chosen charity for 2021!

Support Dogs is a national charity dedicated to increasing independence and quality of life for people with various medical conditions. They provide, train and support specialist assistance dogs to achieve this.

They specialise in three specific programmes:

• Autism assistance dogs for children with autism. The dogs are trained to provide safety for the child and reduce stress in social environments.
• Seizure alert dogs for people with epilepsy. The dogs are trained to provide a 100% reliable, up to 50 minute warning prior to the onset of an epileptic seizure. This enables people to find safety and be in control over their seizure, allowing a much more independent life.
• Disability assistance dogs for people with physical disabilities. The client’s own pet dog is trained to perform tasks which are specifically tailored to their individual needs, providing them with greater independence and safety.

At Five Wealth we have seen first-hand the impact this charity can have on people’s lives. One of our Directors, Steve Jordan and his family have been provided a wonderful Autism assistance dog called Thunda (see below) who supports Steve’s son Franklin.

It takes up to two years and £23,000 to train each dog and Five Wealth want to try and raise as much as we can to help this amazing charity train more dogs to help more people and families like Steve’s.

To find out more about Support Dogs and the work they do see their website www.supportdogs.org.uk

Basketball has led to many amazing experiences and taught me a lot. People are never surprised when I tell them I play basketball, as it has very much become part of what who I am. Whilst basketball has high levels of participation, in the UK funding has never been a priority.

Five Wealth’s sponsorship will allow me to continue to compete at the highest level and represent a club with a vast history of success and more importantly supporting their surrounding community.

Whilst Division One is a semi-professional league, the league would not be possible without the support of its many volunteers, fans, and sponsors. Like Five Wealth, Bradford Dragon’s pride themselves on empowering individuals and understand the importance of each member of the club/team, to ensure the best outcomes for the company/club.’

Bradford tipped off the Lynch Trophy on Saturday 9^th October 2020, with a win against Team Newcastle. Game recaps, along with a recording of all the games from the weekend can be found on the England Basketball website linked below:

https://www.basketballengland.co.uk/news/l-lynch-trophy-week-1-preview/

Bradford have since won their second game of the trophy against Myerscough, securing themselves a place in the quarter finals, with their final game of the group stages scheduled for Saturday 14^th November against Derby Trailblazers. The winner will finish top of the table and secure home court advantage for the quarter finals.

‘For anyone who has not watched a basketball game, I strongly recommend going to one if you get the chance. Sporting fan or not, I am yet to meet someone who has been disappointed for doing so.

I cannot thank everyone at Five Wealth enough for the positive, supportive environment they have created within the firm and for truly taking an interest in me as an individual.

The league is due to start at the beginning of November. Further details can be found on the England Basketball and/or Bradford Dragons websites.

I’m extremely pleased to announce that I have achieved Chartered Financial Planner status, having completed the Advanced Diploma in Financial Planning.

When I first joined Five Wealth from the banking sector, the prospect of spending weekends and evenings revising for exams when a lot of my friends had already completed their professional qualifications was hardly one I was enthralled by! However, having a professional qualification I could stand behind and which would provide the framework for developing my knowledge was one of the key attractions of the industry, an industry which is continuously pushing its standards and culture of self-improvement.

Whilst exams and qualifications are no substitute for experience, attaining Chartered status should give clients confidence in my technical knowledge and shows a dedication to professional standards. I’m lucky to work with certain colleagues who have 30+ years of industry experience, but even they are constantly learning through their own desire to remain market leaders in terms of quality of advice and technical expertise.

Continuous Professional Development is an FCA requirement for advisers and the learning never stops, however I will admit I’m looking forward to an exam free stretch!

Five Wealth are excited to be sponsoring the Private Client Team of the Year award at the 2020 Manchester Legal Awards. We are pleased to once again be supporting the awards which honour the region’s top legal talent and skill.

Amy Grace, Liz Schulz, Susan Nelder, Rick Gosling and Jordan Wheatley will be attending the awards dinner on behalf of Five Wealth and we hope that they and their guests have a fantastic evening.

Good luck to the Private Client teams at Irwin Mitchell, Hugh Jones Solicitors, Linder Myers and Weightmans LLP who have been shortlisted for the team of the year award, and to all the other nominees.

We hope everyone enjoys what promises to be a great night!

www.manchesterlegalawards.co.uk

Five Wealth – Next Gen Seminar

On the 23rd December we were proud to host our first Five Wealth Next Generation Seminar. The objective of the seminar was to introduce some of the key areas of finance to our clients’ children in order to prepare them for future financial decision making and long-term financial success. The seminar was prepared and presented by five of our Financial Planning Managers and covered areas such as Budgeting, Saving, Debt, Inflation and Investing. The attendees also had the option of choosing between three breakout sessions depending on their age and circumstances, these covered: University, Early Careers and First Time House Buyers.

Despite the late December date, the event was well attended and received lots of positive feedback from attendees. We are very happy with how the event ran and look forward to hosting it again in Summer this year.

Those who work with me will know that I regularly sacrifice my weekends and evenings to training and playing for Manchester Rugby Club (as well as the odd resulting trip to A&E). I’m also involved in the running of the club through my role as Club Captain and I’m therefore delighted to announce Five Wealth as a new sponsor for the 2019/20 season.

Five Wealth’s sponsorship will help develop a club with a rich history of heritage and tradition, being one of the founding members of the RFU. The club currently has 3 men’s senior teams, a longstanding women’s team and a huge Minis and Juniors section. Manchester are currently receiving much welcome exposure as former Mini and Junior player Ben Spencer has been flown out to Japan to represent England in the World Cup final!

I don’t think it’s too tenuous a link to say that one of the key reasons I enjoy both working for Five Wealth and playing for Manchester is the team aspect and how everyone works together at both institutions.

Even the casual rugby fan watching the current World Cup will appreciate how critical it for every cog to be working to keep the teams performing at the highest level. Those who have been following England will note that Owen Farrell couldn’t take the headlines for his defence splitting passes and pinpoint kicking without Tom Curry and Sam Underhill putting in tireless graft all over the pitch. The forwards and backs both need to be successful in their own roles for a team to put in a complete performance.

In much the same way, Five Wealth is led by a Board of Directors with over 100 years’ industry experience, but is built upon a team of staff consisting of advisers, paraplanners, administrators and investment specialists. Whilst our advisers are at the centre of the financial planning relationship with our clients, they are supported by highly qualified personnel who each bring their own set of skills and technical knowledge. Whether it be performing analysis on regulatory changes, liaising with product providers, carrying out cash flow modelling, sitting down with the clients, or any number of other tasks, everyone at Five Wealth is working together to ultimately ensure the service we provide is one we can be proud of.

Manchester’s 1st XV are currently vying for promotion from the North 2 West league and everyone at Five Wealth wishes them the best of luck for the remainder of the season.

We are pleased to announce that Amy Grace and Liz Schulz have achieved Chartered status and are now Chartered Financial Planners. Amy and Liz have gained the Advanced Diploma in Financial Planning with Liz also becoming a Fellow of the Personal Finance Society.

Amy and Liz have been with Five Wealth since inception and are both fully qualified Financial Advisers, also working closely with Director Phill Dewhurst. We are delighted and proud that they have reached Chartered status. Congratulations to both on this achievement!